See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,929 | $97,757+7.3% | $83,848+25.1% | $135,375-22.5% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -10.48% | 1287.37%-1297.9pp | 850.88%-861.4pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,043 | $4,222-75.3% | $3,631-71.3% | $4,779-78.2% |
| Participant deferral / active EE | $4,818 | $4,682+2.9% | $4,082+18.0% | $5,609-14.1% |
| Admin fee / account holder | $6 | $6,674-99.9% | $5,478-99.9% | $10,827-99.9% |